Importing Data Using Pre-defined Templates in Vocera Platform

Quickly upload bulk data to the system using pre-defined templates and import bulk data to the system.

1. Select Bulk Actions in the Manage section.
   The Bulk Actions page displays.
2. In the Import section, click on Download a template.

   The data import templates are in Microsoft Excel format. Use these templates to enter the data you want to load, then save them in CSV format.

   

   A pop-up displays with a list of available data import templates.

   

3. Select the template that you want from the Data Import Templates list.

   You can use choose one of the following template types:

   Type of Data	Template
   Facilities	Facilities-template.CSV
   Groups	Groups-template.CSV
   Users	Users-template.CSV
   Group Members	GroupMembers-template.CSV
   Access Point Locations	AccessPointLocations-template.CSV
   Access Points	AccessPoints-template.CSV
   Contacts	Contact-template.CSV
   Beds	Beds-template.CSV
   Devices	Devices-template.CSV
   Assignment Locations to Bed	AssignmentLocationsBeds-template.CSV
   Assignment Locations to Departments	AssignmentLocationsDepartments-template.CSV
   Assignment Permissions	AssignmentPermissions-template.CSV
   Assignment Role Thresholds	AssignmentRoleThresholds-template.CSV
   Assignment Roles	AssignmentRoles.CSV
   Templates	Templates-templates.CSV
   Template Sharing	TemplateSharing.CSV
   Template Selected Group	TemplateSelectedGroup-template.CSV

   For details on fields descriptions in the data import templates, refer to the Template Reference in Vocera Platform.

4. Click on the download icon next to the template that you want to download.

   The selected data import template Microsoft Excel CSV file is downloaded to the download folder on your computer.

5. Open the downloaded CSV file in a supported application (for example, Microsoft Excel) and update the information.
6. Click Browse to locate your updated CSV file on your computer and upload it to the system. You can also drag and drop the file from your desktop.
   The following screenshot shows a TemplateSharing.CSV file uploaded from a computer.

   

   The Import button activates only after you drag and drop or upload a CSV file in the Browse field.

7. Click Import to import the uploaded CSV file to the system.
   The system validates the imported file and displays a Validation Result with the information on the fields processed through the import action.